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Equity Valuation and Ratio Analysis

Financial Training

Equity Valuation and Ratio Analysis

Investors and analysts use valuation models to select stock, read the market, project the value of corporate actions, support opinions about fair price in M&A, determine the value and risk of a portfolio of investments, and evaluate a company’s performance, current state and future plans.

 

There are many approaches and estimating the puts for a valuation model can be quite challenging. Investment success, however, can depend crucially on your ability to determine the values of the stock. This course serves an introduction to the process of equity valuation. We will focus on a few approaches to equity valuation, and integrate them with finance and accounting concepts to help you value companies from an investor’s perspective.





Course Structure

  • Video Instruction in English
  • Unlimited review during the 3-month subscription period
  • Trainer’s annotation captured
  • Practical exercises and case studies
  • Assessment Test
  • Download course manual directly from online portal
  • CPT awarded*

 

*CPT certificates will be granted to those participants who have:

1. Watched all of the video content (based on time log in, log out and video clicks in the online portal)

2. Achieved a scrore of 70% or above in assessment test

Course Outline

  • Ratio interpretation
  • Common-size financial statements
  • Activity ratios
  • Liquidity ratios
  • Solvency ratios
  • Profitability ratios
  • Valuation ratios
  • The DuPont system
  • Sustainable growth rate
  • Limitations of financial ratios
  • Price-earnings (P/E) ratio
  • Other price-related ratios
  • Enterprise value multiples
  • How to estimate the value of a company using price multiples
  • Estimate fair values of assets and liabilities
  • Use of liquidation value
  • Advantages and disadvantages of the different approaches
  • Case study

Delivery Options

  • Online Courses
  • In-house customized trainings 

Who Should Attend?

  • Legal
  • Accountants
  • Client services
  • Compliance
  • Human Resources
  • IT
  • Media
  • Public Relations
  • Operations
  • Sales & Marketing
  • Junior Analysts

In-house: Customizable To Your Priorities

This course is highly flexible and can be tailored to your specific organizational and people goals for in-house delivery. It can be used for a variety of audiences and levels of experience. 

 

Talk to our team and learn how Kaplan can help you meet your business objectives.